Global Weekly Picks

Community Contributor

Airbnb (ABNB): Still one of the most interesting bets in travel

Key insights Airbnb is changing from a travel-only app to a full lifestyle platform (stays, rentals, experiences) International markets are growing faster than the US, which is slowing down Product experience is improving a lot, with AI making search and booking easier Regulations are becoming a big risk, especially in Europe where listings are getting removed The way people move around the world has changed. It’s not only about holidays anymore.

View narrative

US$163.75

23.9% undervalued

12.00%

Revenue growth p.a.

New

ING Groep

PittTheYounger

Community Contributor

ING leads the pack when it comes to pivoting towards non-lending income

ING, of course, is a bank; and banks don't like falling interest rates, right? For the dominant stream of income is their core business model, i.e. borrowing short-term and lending long-term, reaping the difference in interest rates in the process.

View narrative

€27.92

23.7% undervalued

9.00%

Revenue growth p.a.

New

Coles Group

Robbo

Community Contributor

Coles (ASX: COL): Safe, Steady, and Surprisingly Cheap

The supermarket chain Coles is the kind of “boring” business that may have been overlooked as an investment opportunity. Although it was divested from Wesfarmers in 2018, Coles’ heritage traces back to 1914 — giving it over 110 years of history.

View narrative

AU$22.00

4.0% undervalued

8.72%

Revenue growth p.a.

New

Load previous narratives

Real Matters

AnalystLowTarget

Consensus Narrative from 6 Analysts

Subdued Mortgage Volumes Will Limit Revenue Despite Recovery Potential

Key Takeaways High reliance on a few large clients and subdued mortgage activity exposes Real Matters to significant revenue and earnings volatility. Adoption of alternative digital valuation platforms and stiffening competition threaten pricing power and margin expansion over time.

View narrative

CA$5.72

1.3% overvalued

20.22%

Revenue growth p.a.

5 days ago

SThree

AnalystLowTarget

Consensus Narrative from 4 Analysts

Weak DACH Demand And Fee Declines Will Recover Slowly

Key Takeaways SThree's growth prospects face headwinds from weak new business activity, economic cycles, and unresolved productivity gains from recent digital investments. Reliance on contract placements and exposure to disruptive technology and shifting regional conditions may constrain revenue growth and pressure margins.

View narrative

UK£2.40

15.6% undervalued

0.37%

Revenue growth p.a.

5 days ago

RBL Bank

AnalystLowTarget

Consensus Narrative from 19 Analysts

Legacy Branches Will Burden Indian Banks Amid Fintech Competition

Key Takeaways Slow digital transformation and dependence on costly deposits limit revenue growth and profitability as tech-savvy competitors gain ground. Small scale and rising regulatory costs restrict RBL Bank's ability to invest in technology, further squeezing margins and shareholder returns.

View narrative

₹157.65

59.8% overvalued

21.99%

Revenue growth p.a.

5 days ago

EL.En

AnalystLowTarget

Consensus Narrative from 3 Analysts

Escalating Trade Tensions And Supply Chain Disruptions Will Undermine Profitability

Key Takeaways Geopolitical instability, demographic shifts, and tighter regulations threaten EL.En.'s market access, innovation speed, and overall revenue growth. Fierce competition and rapid technological change risk shrinking profit margins and eroding demand for the company's core laser-based products.

View narrative

€11.00

7.3% overvalued

6.04%

Revenue growth p.a.

5 days ago

Cyient

AnalystLowTarget

Consensus Narrative from 21 Analysts

Automation And US-Europe Restrictions Will Undercut Traditional Outsourcing

Key Takeaways Automation and AI adoption threaten core service demand, while protectionist policies may limit global expansion and future growth opportunities. Rising labor costs, talent shortages, and intensified competition risk compressing margins and causing volatile or stagnant earnings, especially due to reliance on vulnerable sectors.

View narrative

₹1.05k

11.7% overvalued

5.10%

Revenue growth p.a.

5 days ago

V2X

AnalystLowTarget

Consensus Narrative from 11 Analysts

Global Scrutiny And Automation Will Erode Defense Revenues

Key Takeaways Shifting defense budgets, increased in-sourcing, and rising automation threaten V2X's core business model and long-term revenue stability. Reliance on major U.S. government contracts and high operating costs expose V2X to significant financial vulnerability and margin pressure.

View narrative

US$45.00

33.5% overvalued

1.84%

Revenue growth p.a.

5 days ago

Implenia

AnalystLowTarget

Consensus Narrative from 4 Analysts

Increasing European Costs And Digital Lags Will Erode Value

Key Takeaways Rising compliance costs, demographic headwinds, and inconsistent project margins threaten long-term revenue growth, margin improvement, and earnings stability. Slow digital adoption and heavy exposure to complex projects increase risks of market share loss, cash flow instability, and financial underperformance.

View narrative

CHF 40.00

47.5% overvalued

2.18%

Revenue growth p.a.

5 days ago

Kajaria Ceramics

AnalystLowTarget

Consensus Narrative from 27 Analysts

Modular Shifts And Rising Costs Will Undermine Long-Term Viability

Key Takeaways Shifts toward alternative materials, strict environmental regulations, and technological disruption threaten long-term demand, increase costs, and endanger margins for Kajaria Ceramics. Heavy reliance on the Indian market and a lack of international expansion leave Kajaria exposed to market stagnation and pressure from aggressive competitors.

View narrative

₹831.52

52.3% overvalued

8.13%

Revenue growth p.a.

5 days ago

Atresmedia Corporación de Medios de Comunicación

AnalystLowTarget

Consensus Narrative from 9 Analysts

Traditional TV Decline And Escalating Costs Will Crush Margins

Key Takeaways Over-reliance on traditional TV advertising and slow digital income growth exposes the company to declining viewership and revenue risks. Rising content costs and competition from global streaming platforms threaten profitability and deepen challenges in audience and market share retention.

View narrative

€4.30

17.4% overvalued

4.46%

Revenue growth p.a.

5 days ago

Global Community

Global Weekly Picks

Airbnb (ABNB): Still one of the most interesting bets in travel

ING leads the pack when it comes to pivoting towards non-lending income

Coles (ASX: COL): Safe, Steady, and Surprisingly Cheap

Subdued Mortgage Volumes Will Limit Revenue Despite Recovery Potential

Weak DACH Demand And Fee Declines Will Recover Slowly

Legacy Branches Will Burden Indian Banks Amid Fintech Competition

Escalating Trade Tensions And Supply Chain Disruptions Will Undermine Profitability

Automation And US-Europe Restrictions Will Undercut Traditional Outsourcing

Global Scrutiny And Automation Will Erode Defense Revenues

Increasing European Costs And Digital Lags Will Erode Value

Modular Shifts And Rising Costs Will Undermine Long-Term Viability

Traditional TV Decline And Escalating Costs Will Crush Margins

Value any company in seconds

Popular companies

Global Community

Community Investing Ideas

Global Weekly Picks

Airbnb (ABNB): Still one of the most interesting bets in travel

ING leads the pack when it comes to pivoting towards non-lending income

Coles (ASX: COL): Safe, Steady, and Surprisingly Cheap

Subdued Mortgage Volumes Will Limit Revenue Despite Recovery Potential

Weak DACH Demand And Fee Declines Will Recover Slowly

Legacy Branches Will Burden Indian Banks Amid Fintech Competition

Escalating Trade Tensions And Supply Chain Disruptions Will Undermine Profitability

Automation And US-Europe Restrictions Will Undercut Traditional Outsourcing

Global Scrutiny And Automation Will Erode Defense Revenues

Increasing European Costs And Digital Lags Will Erode Value

Modular Shifts And Rising Costs Will Undermine Long-Term Viability

Traditional TV Decline And Escalating Costs Will Crush Margins

Value any company in seconds

Popular companies